+111.1%
DINO vs DGX
+33.7%
+77.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.8% |
| 7D | +5.7% | -2.3% | +8.0% | +5.4% |
| 30D | +27.8% | +0.6% | +27.3% | +27.9% |
| 3M | +45.6% | +21.4% | +24.2% | +48.5% |
| 6M | +88.5% | +14.7% | +73.7% | +92.6% |
| YTD | +134.1% | +38.4% | +95.7% | +137.0% |
| 1Y | +111.1% | +34.0% | +77.1% | +116.1% |
| All | +111.1% | +33.7% | +77.5% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DGX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling